DWM
SOPA

Drive Wealth Management’s Society Pass SOPA Stock Holding History

Drive Wealth Management’s Portfolio SOPA Stock Details SOPA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,990
Closed -$7K – 336
2024
Q1 		$7K Hold
2,990
– – ﹤0.01% 317
2023
Q4 		$13.5K Hold
2,990
– – ﹤0.01% 306
2023
Q3 		$17K Hold
2,990
– – 0.01% 278
2023
Q2 		$22.8K Hold
2,990
– – 0.01% 282
2023
Q1 		$45.7K Hold
2,990
– – 0.02% 288
2022
Q4 		$44.4K Hold
2,990
– – 0.02% 247
2022
Q3 		$70K Hold
2,990
– – 0.07% 153
2022
Q2 		$87K Hold
2,990
– – 0.08% 161
2022
Q1 		$133K Buy
+2,990
New +$192K 0.11% 156

Other funds holding SOPA

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Drive Wealth Management's SOPA Position: Q2 2024 in Review

Drive Wealth Management sold out of Society Pass (SOPA) in Q2 2024, closing a stake of 2,990 shares — an estimated $7K sold.

Drive Wealth Management first reported a position in SOPA in Q1 2022 and held it in 9 quarters. The position peaked at $133K in Q1 2022. 10 funds tracked by Wall St. Rank hold SOPA as of Q2 2024.

  • Drive Wealth Management reported no remaining Society Pass position as of Q2 2024 after selling out during the quarter.
  • Drive Wealth Management sold 2,990 Society Pass shares in Q2 2024, an estimated $7K.
  • Drive Wealth Management first reported a position in Society Pass in Q1 2022 and held it in 9 quarters.
  • Drive Wealth Management's Society Pass position peaked at $133K in Q1 2022.
  • 10 funds tracked by Wall St. Rank held Society Pass as of Q2 2024.

Based on Drive Wealth Management's 13F filing for Q2 2024, filed 1 Aug 2024.